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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
About Fountainhead Fiduciary, LLC
Fountainhead Wealth Advisors (Fountainhead Fiduciary, LLC) is an independent, fiduciary RIA providing wealth management and financial planning for individuals and families, including retirees and entrepreneurs. The firm emphasizes non-proprietary portfolio construction, with client portfolios largely ETF-based. Clients also get ongoing education through seminars and investment events, and can start planning via an eMoney portal. Custody includes Charles Schwab.
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Accredited Investors
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Owner & Executives
BENJAMIN PAUL BARBOUR
FOUNDER, Wealth Advisor
- CRD
- #5948847
- Ownership
- Less than 5%
KRISTEN L BARBOUR
Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,473,138 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,473,138 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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